King & Shaxson
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Video Support

Please find below a number of support videos which can be used during the advice process to clear up any confusion with key industry jargon.

Terminology Buster

Exponential growth in the responsible investment space has been coupled with progressively more complicated approaches and parameters. There’s a growing amount of industry jargon that without clear definition poses the risk of investor’s misunderstanding, or feeling confused about, the specifics of their investments. This video was designed to help clear up any confusion, by defining key industry terms and providing further explanation on different categories.

  • Terminology Buster

    Exponential growth in the responsible investment space has been coupled with progressively more complicated approaches and parameters. There’s a growing amount of industry jargon that without clear definition poses the risk of investor’s misunderstanding, or feeling confused about, the specifics of their investments. This video was designed to help clear up any confusion, by defining key industry terms and providing further explanation on different categories.

  • What is Greenwashing and why it's a problem

    Greenwashing is becoming an ever-increasing issue as it muddies the waters of information for investors and consumers. They can be misled into believing a company has certain environmental values or commitments, but in reality, these may not be as perceived. In this brief video, we take a look at what greenwashing is, and why it is a problem.

  • History of Ethical Investing

    Socially responsible investing has recently entered the mainstream, with ESG credentials being all the rage amongst investors in the face of social inequalities and the imminent climate disaster. However, the concept of investing within a set of personal values is not a new phenomenon and it has a rich history that is entwined with religious beliefs and political movements. For information purposes only.

  • More than a negative screen

    Here at King & Shaxson, we add a much deeper dive to our screening process to ensure that we do screen out the ‘evils’, as well as implement a positive inclusion, which by its very nature finances solutions to social and environmental issues.

  • Our Screening Process

    King & Shaxson's Harry Thompson discusses their rigorous screening process, which forms a critical part of portfolio construction. It is important that the company or funds meets the clients’ ethical expectations and does not just tick the boxes.

  • Know Your Ethical Client

    King & Shaxson's Wayne Bishop discusses why getting to know your client's ethics is essential, and how he went on a journey to establishing his own personal ethics, a journey many advisers clients will go on.

  • King & Shaxson: Ethical Model Portfolios

    Our Model Portfolio Service has been available since 2010 meaning we have a very good and long track record. We offer 5 model portfolios, combining equity and bond funds within the responsible investment sector. On top of this, we offer a further 4 portfolios on selected platforms where we can invest directly into equities for the more ethically minded client.

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